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Portfolio (Quarterly) Guide ↗

Ferguson Johnson Wealth Management Inc

· CIK 0002109387
13F Portfolio $137M AUM 38 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 38 New
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAX DIMENSIONAL ETF TRUST 16,142.0 $594K 0.43% NEW $36.80 +4.1%
22 AMZN AMAZON COM INC Consumer Cyclical 2,210.0 $526K 0.38% NEW $238.01 +11.9%
23 DFAW DIMENSIONAL ETF TRUST 5,991.0 $495K 0.36% NEW $82.62 +3.2%
24 VXF VANGUARD INDEX FDS 1,883.0 $463K 0.34% NEW $245.88 -1.4%
25 MSFT MICROSOFT CORP Technology 1,186.0 $442K 0.32% NEW $372.68 +37.8%
26 DFUV DIMENSIONAL ETF TRUST 6,695.0 $368K 0.27% NEW $54.97 +4.1%
27 AVLV AMERICAN CENTY ETF TR 3,949.0 $360K 0.26% NEW $91.16 +3.2%
28 VT VANGUARD INTL EQUITY INDEX F 2,289.0 $359K 0.26% NEW $156.84 +2.7%
29 IYR ISHARES TR 3,514.0 $359K 0.26% NEW $102.16 +1.2%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 946.0 $350K 0.26% NEW $369.98 -5.1%
31 IBDS ISHARES TR 13,452.0 $325K 0.24% NEW $24.16 +0.2%
32 IBDT ISHARES TR 12,210.0 $308K 0.23% NEW $25.23 -0.2%
33 IBDR ISHARES TR 12,593.0 $305K 0.22% NEW $24.22 +0.1%
34 GOOGL ALPHABET INC Communication Services 760.0 $271K 0.20% NEW $356.58 -2.8%
35 DFAE DIMENSIONAL ETF TRUST 6,369.0 $256K 0.19% NEW $40.19 -1.0%
36 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,500.0 $221K 0.16% NEW $34.00 +11.9%
37 GOOG ALPHABET INC 604.0 $213K 0.15% NEW $352.65
38 DHR DANAHER CORP DEL Healthcare 1,073.0 $204K 0.15% NEW $190.12 +13.6%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.6%
Consumer Cyclical 31.0%
Communication Services 7.7%
Healthcare 5.8%